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American In Talks For 250 Aircraft - Part 4  
User currently offlineLipeGIG From Brazil, joined May 2005, 11459 posts, RR: 58
Posted (3 years 5 months 3 days 9 hours ago) and read 12087 times:
AIRLINERS.NET CREW
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This is the continuation of thread 3

Link to previous thread:
American In Talks For 250 Aircraft - Part 3 (by SA7700 Jul 18 2011 in Civil Aviation)

Enjoy the thread and the website,

Rgds,
Felipe


New York + Rio de Janeiro = One of the best combinations !
95 replies: All unread, showing first 25:
 
User currently offlinemrskyguy From United States of America, joined Aug 2008, 1214 posts, RR: 3
Reply 1, posted (3 years 5 months 3 days 9 hours ago) and read 12076 times:

Has anyone been able to determine when and where AMR will be releasing the firm announcement tommorrow?


"The strength of the turbulence is directly proportional to the temperature of your coffee." -- Gunter's 2nd Law of Air
User currently offlinecommavia From United States of America, joined Apr 2005, 11969 posts, RR: 62
Reply 2, posted (3 years 5 months 3 days 9 hours ago) and read 12032 times:

Wow - thread #4 already.

Quoting mrskyguy (Reply 1):
Has anyone been able to determine when and where AMR will be releasing the firm announcement tommorrow?

The press release will hit the wires sometime tomorrow morning - they always do. The only question is whether AA will withhold/impound the press release until after they have a press conference. Historically, that has not been AA's pattern - generally AA issues the press release first, and then has the press conference and/or analyst/media call.

Again - I suspect that, for tomorrow, the earnings release will probably come out sometime early morning - as always - and thus if this major fleet announcement is included in that (which would be in keeping with AMR's historical practice), the press release should be out ahead of any news conference or any other analyst/media event scheduled for tomorrow.


User currently offlinemrskyguy From United States of America, joined Aug 2008, 1214 posts, RR: 3
Reply 3, posted (3 years 5 months 3 days 9 hours ago) and read 12011 times:

An interesting excerpt from the Reuters article:

Quote:
"American Airlines last ordered Airbus planes in the late 1980s but declared in 1996 that Boeing would be its exclusive airplane provider through 2018. If Airbus wins all or even part of a big order from the carrier, it would be a coup."
http://www.reuters.com/article/2011/07/20/us-amr-idUSTRE76J07O20110720



"The strength of the turbulence is directly proportional to the temperature of your coffee." -- Gunter's 2nd Law of Air
User currently offlinegigneil From United States of America, joined Nov 2002, 16347 posts, RR: 85
Reply 4, posted (3 years 5 months 3 days 9 hours ago) and read 11973 times:

Quoting commavia (Reply 2):
Again - I suspect that, for tomorrow, the earnings release will probably come out sometime early morning - as always - and thus if this major fleet announcement is included in that (which would be in keeping with AMR's historical practice), the press release should be out ahead of any news conference or any other analyst/media event scheduled for tomorrow.

Its so funny - every business I've ever worked for releases earnings in the EVENING, after the market closes. That gives the hotheads some time to simmer down one way or the other.

NS


User currently offlineStitch From United States of America, joined Jul 2005, 31394 posts, RR: 85
Reply 5, posted (3 years 5 months 3 days 9 hours ago) and read 11949 times:
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Someone in the other thread said 7AM Eastern (GMT-5).

AA would need about 550 planes to replace their entire current narrowbody fleet (including planned deliveries).

If we assume the A321-200neo will be the replacement for the entire 757-200 fleet, that would be ~125 frames.

With another ~225 MD-82 and MD-83s to replace, figure that ones goes 100 A320 and 125 737. That would give Airbus 225 to Boeing's 125, which would be 64% to 36% in favor of Airbus, which tends to track with what reports are saying (60/40).

Boeing would also have 55+ 737-800s left to deliver from previous orders, so in a way they would have 175 orders to Airbus' 225. And Boeing would likely remain AA's exclusive widebody dealer, so that would make up much of the revenue difference in the narrowbody order..

[Edited 2011-07-19 20:28:55]

User currently offlinetimpdx From United States of America, joined Jul 2009, 593 posts, RR: 0
Reply 6, posted (3 years 5 months 3 days 9 hours ago) and read 11878 times:

Well, having been heavily delayed on a mechanical issue on an MD88 last year, I can wholeheartedly say, YES to what seems like a complete rebuilding of the AA fleet. 400 firm and 620 with options acording to the FT. Nice to see a US-based airline make a blockbuster order.

User currently offlinetexan From New Zealand, joined Dec 2003, 4287 posts, RR: 52
Reply 7, posted (3 years 5 months 3 days 9 hours ago) and read 11778 times:

From the previous thread:


Quoting PSU.DTW.SCE (Reply 233):
The scenario thats being most repeated currently in the media right now is a split order somewhere between 60/40 and 50/50.

Boeing - Large 737 order intended primarily as MD-80 replacmeent, initially with more 738s, with future options to convert to the 737RE
Airbus - Large A321NEO order, intended primarily as 757 replacement

Financial Times is reporting the deal is for firm orders of more than 250 A320 family and about 150 737s, with options on another 220 aircraft.
http://www.ft.com/cms/s/0/47703b34-b...84-00144feabdc0.html#axzz1SbonlBaS

Texan



"I have always imagined that Paradise will be a kind of library."
User currently offlineSpacepope From Vatican City, joined Dec 1999, 2980 posts, RR: 1
Reply 8, posted (3 years 5 months 3 days 9 hours ago) and read 11694 times:

Quoting timpdx (Reply 6):
Well, having been heavily delayed on a mechanical issue on an MD88 last year, I can wholeheartedly say, YES to what seems like a complete rebuilding of the AA fleet.

Wow, how'd you manage getting on an AA MD-88?



The last of the famous international playboys
User currently offlineckfred From United States of America, joined Apr 2001, 5309 posts, RR: 1
Reply 9, posted (3 years 5 months 3 days 9 hours ago) and read 11634 times:

It's been in the media for several years that AA and WN have been after Boeing for a plane that is more efficient than the current 737NG family. Perhaps the whole negotiation with Airbus was designed to get Boeing to stop talking about what customers want and propose something.

Although the A320 Neo appears to be a little more efficient than what Boeing plans to do with the 737NG line, that improvement has to come with the extra costs of bringing another aircraft type into the fleet, including parts, training, and such. Scheduling is also a consideration.

So, at the very least, I would expect Boeing to get a sizeable chunk of the order.

When Boeing started to formalize its design for the 777, AA said that it was hesitant to commit, because the wingspan was going to be an issue for parking at gates. So, Boeing came up with folding wingtips to deal with AA's concerns. Despite that, AA ordered the MD-11, because McDonnell Douglas had an earlier date for putting the plane in service. It was only after AA figured out that the MD-11 had range issues that it placed the 777 order. Ultimately, AA didn't start flying the 777 until 1999, almost 4 years after it entered service.

I have a strong suspicion that Boeing wasn't about to publicly commit to a revised 737NG, unless AA agreed to be the launch customer with a large order. It would have been a PR disaster to leak a revision to the 737, prior to approval of the program by the Boeing board of directors, if the proposed launch customer said thanks but no thanks.

Of course, there is still the possibility that Boeing and Airbus are countering on offers, and the board isn't ready to vote on the proposed purchase. Tomorrow may turn out to be nothing but discussion on 2nd quarter performance.


User currently offlineLAXdude1023 From India, joined Sep 2006, 7807 posts, RR: 25
Reply 10, posted (3 years 5 months 3 days 9 hours ago) and read 11594 times:

I sure would love to see a replacement for their 763 on their 9+ hour flights. Doubt thats in the cards this time around, but one can dream.


Stewed...Lewd...Crude...Irreverent...Belligerent
User currently offlinegigneil From United States of America, joined Nov 2002, 16347 posts, RR: 85
Reply 11, posted (3 years 5 months 3 days 9 hours ago) and read 11575 times:

After all the hullabaloo about the 777's wingspan - nobody is going to be pleased with the 787 or 350's.

NS


User currently offlinetimpdx From United States of America, joined Jul 2009, 593 posts, RR: 0
Reply 12, posted (3 years 5 months 3 days 9 hours ago) and read 11547 times:

Quoting Spacepope (Reply 8):

Yes, my typo. My 2 3/4 hour delay was on an MD80 BUR to DFW. I said MD88 by mistake, I was thinking xmas last year on a DL MD88 that this may be my last flight on the type, but that was Delta, the AA was an MD80 in the Fall, my bad. Too easy to hit 8 twice. Not that it was a bad flight once it got going, always like the quiet MD cabins. Hated the wait, though.  


User currently offlinerj777 From United States of America, joined Dec 2000, 1886 posts, RR: 2
Reply 13, posted (3 years 5 months 3 days 9 hours ago) and read 11546 times:

I bet this is going to end up on CNN.com tomorrow morning as well. Especially if Airbus gets any chunk of it.

User currently offlinemrskyguy From United States of America, joined Aug 2008, 1214 posts, RR: 3
Reply 14, posted (3 years 5 months 3 days 8 hours ago) and read 11234 times:

To be completely honest, I'm more interested in seeing a 737RE than I am seeing American with a 737RE. Why? Because it'll answer a lot of questions for WN.. something Gary's been harping on for a while now.


"The strength of the turbulence is directly proportional to the temperature of your coffee." -- Gunter's 2nd Law of Air
User currently offlineaacun From Mexico, joined Jan 2004, 564 posts, RR: 1
Reply 15, posted (3 years 5 months 3 days 8 hours ago) and read 11070 times:
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Wouldn't it be great if Airbus already had a 320 painted in AA color in anticipation to the announcement? And for them to unveil it tommorrow during the press release. THAT would be sweet!!!!!!

User currently offlineavek00 From United States of America, joined Oct 2004, 4417 posts, RR: 19
Reply 16, posted (3 years 5 months 3 days 7 hours ago) and read 10827 times:

Great for AA to go on the same domestic platform as its future acquirer jetBlue.


Live life to the fullest.
User currently offlineakizidy214 From Jamaica, joined Sep 2006, 408 posts, RR: 0
Reply 17, posted (3 years 5 months 3 days 7 hours ago) and read 10696 times:

Quoting Stitch (Reply 5):
With another ~225 MD-82 and MD-83s to replace

I think the # is closer to 190 S80's left in the day to day operation.



DCA
User currently offlineflythere From Hong Kong, joined May 2010, 443 posts, RR: 0
Reply 18, posted (3 years 5 months 3 days 6 hours ago) and read 10272 times:

So no more 797 but instead a 737RE if i comprehend it correctly right?

Logical for AA to split between Airbus and Boeing. But that means one less airline with all-boeing fleet by then.


User currently offlineapodino From United States of America, joined Apr 2005, 4317 posts, RR: 6
Reply 19, posted (3 years 5 months 3 days 5 hours ago) and read 9929 times:

So it looks like a split order? I am eager to see what direction this takes, and how many of each? This ought to be interesting.

There is a rumor that the Call tomorrow will also announce a possible sale of MQ. That may be worthy of its own thread,


User currently offlinestlgph From United States of America, joined Oct 2004, 9511 posts, RR: 26
Reply 20, posted (3 years 5 months 3 days 4 hours ago) and read 9694 times:

the announcement will come at 7 a.m. eastern time.

Thomas Horton is then scheduled for a string of media interviews throughout the morning on Bloomberg, CNBC, CNN, etc. Those will begin around 7:20-7:30 eastern time.



if assumptions could fly, airliners.net would be the world's busiest airport
User currently offlineBlueSky1976 From Poland, joined Jul 2004, 1910 posts, RR: 4
Reply 21, posted (3 years 5 months 3 days 4 hours ago) and read 9595 times:

Quoting apodino (Reply 19):
So it looks like a split order? I am eager to see what direction this takes, and how many of each?

My guess would be a split order for around 150 737-800s to be delivered from 2013 until 2016 - 2017 and around 250 A320NEO/A321NEO with deliveries commencing around 2016, with engine order going to CFM for Leap-X.



Now get your f***ing Jumbo Jet off my airport!!! - AC/DC "Ain't No Fun To Be a Millionaire"
User currently offlineBralo20 From Belgium, joined May 2008, 628 posts, RR: 0
Reply 22, posted (3 years 5 months 3 days 4 hours ago) and read 9584 times:

Quoting stlgph (Reply 20):
the announcement will come at 7 a.m. eastern time.

So that's about 13h00 CET and 11h00GMT if I'm not wrong?

Nice. That's quite soon.


User currently offlinebtblue From United Kingdom, joined Mar 2004, 580 posts, RR: 4
Reply 23, posted (3 years 5 months 3 days 4 hours ago) and read 9299 times:
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Quoting Bralo20 (Reply 22):
So that's about 13h00 CET and 11h00GMT if I'm not wrong?

Nice. That's quite soon.

Yeah, but don't forget BST. So in the UK it will be midday, 12pm.



146/2/3 737/2/3/4/5/7/8/9 A320 1/2/18/19/21 DC9/40/50 DC10/30 A300/6 A330/2/3 A340/3/6 A380 757/2/3 747/4 767/3/4 787 77
User currently offlinejpetekYXMD80 From United States of America, joined Jul 2003, 4391 posts, RR: 26
Reply 24, posted (3 years 5 months 3 days 4 hours ago) and read 9280 times:

It seems all but but a formality the order is going to look like 250 Airbus/ 150 Boeing. Thing i'm most interested in is, of course, the A320 variants but also if they will be leasing any A320 OEO to expedite some fleet retirement. I'd expect that to happen.


The Best Care in the Air, 1984-2009
25 TeamInTheSky : Formality? Is there info out there I am missing or is that just a bold statement by you?
26 Post contains links overcast : Interesting note from Flightblogger: This could really put the "cat among the pidgeons". It also allows Airbus to really ramp up volumes, reduce costs
27 UAL777UK : Its going to be such a significant day IMHO. Who would have thought not so long ago that AA would order any Airbus planes. Never say never. With a 737
28 stlgph : also coming through this morning - there may be news about American Eagle spinning off in the future made during the announcement.
29 Post contains images EPA001 : Very interesting. What I (and others) have suggested in the former threads about this topic, is now mentioned in this article as well. Airbus might u
30 GBan : Now we know what JL was thinking in Paris when he said "for now" regarding the biggest aircraft deal of all times...
31 stlgph : depends on how you look at it. everything that's going to happen has pretty much been discussed here since this news first came about.
32 travelavnut : Except that nothing is certain until any official press release. Anything can happen until that point. So of course it's an exiting day!
33 Bralo20 : Yup, but still it can be the day that the largest order for one aircraft family being announced less then a month after Airbus announced the biggest
34 stlgph : i'm sitting here reading it.
35 travelavnut : Reading what? The official press release detailing the order from AMR?! If so, please do share it with us!!
36 stlgph : pending last minute changes - 250+ A320/320NEO 150 re-engined 737's option for 220 more planes
37 travelavnut : Thanks stlgph, any word on the split of those options? I'll wait with cheering before it's officially on the wire, but this sounds really good.
38 flood : That from the financial times or the actual press release?
39 stlgph : guess where i work.
40 AeroWesty : What's the embargo time on it? 7am Eastern?
41 stlgph : guess where i work.
42 flood : CNN? *shrug* ...was a simple question. I believe so.
43 stlgph : yep. 7 a.m. eastern. just in time for pre-market trading. and in time for the Europe markets before they close. and AMR earns expected around 9 this
44 PanAm_DC10 : Yes, a financial newswire would make sense.
45 AeroWesty : Of course, that's why I asked when the embargo ends. Thanks for the early info.
46 Post contains images stlgph : you're welcome see, that's the difference in the audience here. most people wait with baited breath over news of the engine choice and the seat pitch
47 Post contains images PM : And for how long, because...
48 Post contains images LAXintl : My spies in Dallas tell me its indeed a split order. There is a large AA banner up with both Airbus and Boeing logos on it in at Terminal-D. A news co
49 Danny : Guys all those super secret leaked info reported by "spies" and those who "work somewhere" was already in Financial Times yesterday.We are just waitin
50 delimit : A.great day for Airbus. I think the only possibly more significant win than AA would have been Southwest. After all the discussion about the NEO and t
51 Post contains links PSU.DTW.SCE : OFFICIAL PRESS RELEASE: http://aa.mediaroom.com/index.php?s=43&item=3284
52 Post contains links runway23 : Official AA goes Airbus: http://aa.mediaroom.com/index.php?s=43&item=3286
53 stlgph : it wasn't "leaked." it came out on purpose and i explained why above. the news came out yesterday in order to move their stocks ahead of a $286 milli
54 commavia : * 100 737NG family beginning 2013 * 100 737RE family beginning 2017 - global launch customer * 130 A320 family beginning 2013 * 130 A320NEO family beg
55 stlgph : the only thing different this morning is the options number at 365 instead of 220.
56 delimit : And there's the confirmation of the 737 RE!
57 Post contains images EPA001 : They do not talk (yet) about the details like individual numbers per manufacturer and aircraft types. .
58 TeamInTheSky : Holy Smokes, Congrats to AA, Boeing and Airbus (especially!). AK's largest order ever didn't last for too long, now let's see what DL does.
59 Bralo20 : + 100 Boeing options + 365 Airbus options
60 Post contains images Blueeagle : My view is that a mixed fleet brings better versatility and flexability and will help generate more revenue, I think also that American would be wise
61 QANTAS747-438 : From AA: Under the agreement with Boeing, American plans to acquire a total of 200 additional aircraft from the 737 family, with options for another 1
62 Post contains links and images UnitedTristar : http://finance.yahoo.com/news/AMR-Co...es-prnews-3494254702.html?x=0&.v=1 260 airbus with 350+ options and 200 737's with 100 options -m
63 Kngkyle : Edit; others beat me to it. Airbus definitely go the bulk of the order.[Edited 2011-07-20 04:12:12]
64 PM : I may be immediately off-topic with this but does this... American also has firm orders for seven 777-200 widebody aircraft scheduled for delivery in
65 14ccKemiskt : So, the 737RE is born...
66 scbriml : Where did you get the numbers from - the PR doesn't provide a breakdown?
67 PlaneInsomniac : 260 Airbuses, 200 Boeings. Incredible. I wonder if anybody still thinks that the A320neo is only playing catch-up with the 737NG...
68 Post contains images EPA001 : Thanks for the numbers. The latest press release did mention them. So 200 Boeings with a 100 more options and 260 Airbus's with another 365 options!
69 GBan : Under the agreement with Boeing, American plans to acquire a total of 200 additional aircraft from the 737 family, with options for another 100 737 fa
70 Post contains links gemuser : Yes they do! See: http://aa.mediaroom.com/index.php?s=43&item=3286 Gemuser PS release no 3284 was the financial details, 3286 is the order. There
71 commavia : From the press release: Boeing: * 100 737NG family beginning 2013 * 100 737RE family beginning 2017 - global launch customer * 100 options - 40 NG, 60
72 UAL777UK : A monumental day in all kinds of way. So the most important question now is can somebody produce a pic of what a A320 will look like in AA colours.
73 Post contains images wn700driver : So they're jumping the line in front of VX? Cool I think this is truly awesome for our friends at Airbus. Single biggest NEO order yet... Which is ex
74 Kngkyle : Will be interesting to see how many orders the 737RE gets in the next few months. Will it catch up to the A320NEO? I kind of doubt it but if they can
75 Post contains links and images Chiad : Hello Paul (PanAm_DC10) It's time for an update. Airbus And Boeing 2011 Orders (by PanAm_DC10 Apr 14 2011 in Civil Aviation)
76 Post contains links gemuser : The order press release http://aa.mediaroom.com/index.php?s=43&item=3286 also says: "In addition, American has plans to acquire 42 state-of-the-ar
77 akizidy214 : And the spin off of MQ in August.....
78 727LOVER : AA president on CNBC at 7:40
79 Post contains links commavia : Press release from Boeing: http://boeing.mediaroom.com/index.php?s=43&item=1845 * 100 NG, 100RE, 40 NG options, 60 RE options * 737RE "pending fin
80 Post contains images EPA001 : For Airbus this is a fantastic day. And no, the Air Asia order of 200 NEO's, which has now been increased to 300 NEO's, will remain so far the bigges
81 delimit : I think we'll need to wait for further details about the 737RE before we start seeing the orders rolling in. Got to give Boeing some credit here. They
82 BoeingVista : This is a really complicated order! One wonders why AA have done this they are taking current 737's 737RE's A320's and A320NEO The options alone are c
83 stlgph : calling it again. AMR will be a s stock to watch today. pre trading already up by roughly 50 cents. hang on kids.
84 14ccKemiskt : So, they hav at least decided that.
85 Post contains links moderators : As the order is now announced please continue the discussion at the following thread Official: AA Order 460 Airbus And Boeing (by moderators Jul 20 20
86 PlaneInsomniac : Wow: Look at the different wordings 130+130 Airbuses: "American will take delivery from..." 97+3 737NG: "American will take delivery of 100 aircraft [
87 Post contains links LH422 : Here's the Airbus release including a picture of the NEO: http://www.airbus.com/newsevents/new...s-260-airbus-a320-family-aircraft/
88 Post contains images LifelinerOne : Not the best one, but currently the one on the Airbus site. Cheers!
89 columba : Absolutely, they have learned from the UA fiasco....
90 BlueSky1976 : Congratulations to Airbus Industrie. Awesome job! Boeing: a well - deserved kick in the balls for you, courtesy of your most valuable customer.
91 mdword1959 : Interesting times indeed. Hopefully the "commoditization" of commercial aircraft works out better than the so-called commoditization of residential re
92 Danny : Not so sure: "American also intends to order 100 of Boeing's expected new evolution of the 737NG, with a new engine that would offer even more signif
93 Post contains images tropical : Wow... what good and amazing news in some many fronts! The A320NEO gets its ultimate 'vindication' (if any vindication was still needed) by winning an
94 macc : might have its reason in the financial losses due to 31% hike in fuel costs. not the best time to sit on a pile of gas guzzlers. for me the choice wa
95 Post contains images BrouAviation : It feels like the Palestinian conflict has been solved this afternoon. I just didn't believe I would live to see it happen..
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